For Accountants

Manage all your clients in one place

UK Tax Tracker gives accountants a dedicated dashboard to invite clients, view their financials, and export year-end reports — all from a single account.

Create free accountant account →

Unlimited clients

Add as many clients as you need. No per-client fees, no limits.

Full financial overview

See income, expenses, profit, and tax estimates for each client in real time.

Year-end PDF export

Generate a complete tax summary with HMRC box values for any client in one click.

Easy client onboarding

Send an email invite — clients sign up in minutes and their data is linked to your account.

How it works

1

Create your accountant account

Sign up and tick 'I'm an accountant' — you'll get a dedicated dashboard instantly.

2

Invite your clients

Enter a client's email. They receive an invite and join under your account.

3

Access & export

View each client's dashboard, transactions, and export a ready-to-file tax summary PDF.

Everything you need for year-end

Dedicated accountant dashboard
Unlimited client invitations
Read-only access to client transactions
Tax summary with HMRC SA103 box values
PDF export per client
Income, expenses and profit breakdown
Multiple business types supported
Secure, GDPR-compliant data access

Ready to simplify your practice?

Join accountants already using UK Tax Tracker to streamline their clients' self-assessment filings.